Daniel Benati

CRD 2684203 · J.P. Morgan Securities LLC · Rochester, NY

IA RegisteredBroker

Also appears in the source record as: Daniel J Benati; Daniel Joseph Benati

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 6Series 10Series 9Series 65Series 63
Registered states (24): Alaska · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Indiana · Maryland · Massachusetts · Michigan · New Jersey · New Mexico · New York · North Carolina · Oregon · Rhode Island · South Carolina · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2684203 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (10)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Rochester, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Rochester, NY · BC capacity

start not retrieved → present
Chase Investment Services Corp.
Webster, NY · IA capacity

Feb 2, 2007 → Oct 1, 2012
Chase Investment Services Corp.
Webster, NY · BC capacity

Sep 14, 2006 → Oct 1, 2012
Edward Jones
Penfield, NY · BC capacity

Sep 2, 2005 → Sep 12, 2006
Hsbc Securities (USA) Inc.
New York City, NY · BC capacity

Jan 1, 2005 → Sep 13, 2005
Hsbc Brokerage (USA) Inc.
New York, NY · BC capacity

Apr 27, 2000 → Jan 1, 2005
Cadaret, Grant & Co., Inc.
Syracuse, NY · BC capacity

Sep 29, 1999 → Apr 11, 2000
Brighton Securities Corp.
Rochester, NY · BC capacity

Feb 10, 1999 → Sep 24, 1999
M&t Securities, Inc.
Baltimore, MD · BC capacity

Feb 20, 1996 → Jan 21, 1999

Source & corrections

Where this page comes from

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